BF
WINA icon

BOK Financial’s Winmark WINA Stock Holding History

BOK Financial’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$419K Sell
979
-251
-20% -$111K 0.01% 574
2025
Q4 		$498K Sell
1,230
-8
-0.6% -$3.42K 0.01% 547
2025
Q3 		$616K Sell
1,238
-3
-0.2% -$1.29K 0.01% 524
2025
Q2 		$469K Sell
1,241
-160
-11% -$61.9K 0.01% 585
2025
Q1 		$445K Buy
1,401
+147
+12% +$52.4K 0.01% 593
2024
Q4 		$469K Sell
1,254
-262
-17% -$103K 0.01% 581
2024
Q3 		$534K Buy
1,516
+18
+1% +$6.69K 0.01% 558
2024
Q2 		$528K Buy
1,498
+756
+102% +$270K 0.01% 586
2024
Q1 		$270K Buy
+742
New +$272K ﹤0.01% 672

Other funds holding WINA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return